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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,620 | $57,590-83.3% | $86,233-88.8% | $82,448-88.3% |
| Participation rate | 30.8% | 57.9%-27.1pp | 69.0%-38.2pp | 68.1%-37.3pp |
| Annual return | 21.31% | 22.41%-1.1pp | 61.39%-40.1pp | 41.64%-20.3pp |
| Employer contribution / active EE | $270 | $1,655-83.7% | $2,504-89.2% | $2,551-89.4% |
| Participant deferral / active EE | $748 | $3,080-75.7% | $4,559-83.6% | $4,139-81.9% |
| Admin fee / account holder | $334 | $4,730-92.9% | $8,342-96.0% | $7,234-95.4% |